Heward is proud to have a team of seasoned portfolio managers with decades of portfolio management experience, and a client base consisting of private clients, foundations and endowments and institutional investors. The firm aims to cultivate strong intergenerational relationships with these clients.
Working together: What to expect
Understanding individual investment goals and objectives
Every client is different and so are their investment goals and objectives. In our initial meeting, we will work towards a complete understanding of your short and long term investment goals; including your timeframe, income requirements, liquidity, risk tolerance and expenses.
Implementing strategy
Once your objectives have been determined, we can decide on the proper asset allocation of equities and fixed income, and develop your investment policy statement (IPS). The IPS serves as a guideline for all decisions regarding your portfolio and your Portfolio Manager will work within its guidelines.
Ongoing portfolio maintenance and monitoring
We consistently monitor and review the portfolios of every client, as both the needs of our clients and market conditions change. You will meet regularly with your Portfolio Manager to discuss these changes and implement appropriate changes to your portfolio. We ensure you are comfortable and confident with decisions affecting your investments.